Artikel von Jörg Meyer
Jörg Meyer is a graduate economist and has been involved with the stock market since 2001. Since 2005, he has been a trader focusing on American and German stocks. He follows a technical-fundamental approach to identify the best stories and trading ideas. At TraderFox, he is responsible for the flagship trading offering "Trading Room" as well as the sections "Germany/Europe" and "USA".
Latest from Jörg Meyer
IMF Nearly Doubles Germany's Growth Forecast: These Two Stocks Could Benefit from the New Investment Boom
For Germany, a significantly stronger growth is expected in 2026 than previously anticipated. The International...
Jabil: After a 30% Price Correction, This is the Most Exciting Humanoid Supplier for Me
I currently consider Jabil to be the most exciting humanoid stock among suppliers. The stock becomes...
Marvell: Why Microsoft's Assault on NVIDIA Could Become a Billion-Dollar Trigger for This Stock
Microsoft plans to roll out Maia on a multi-gigawatt scale by 2027 and could reportedly deploy more...
AI Data Centers are Becoming Fortresses: These Stocks are Set to Profit from the Next Billion-Dollar Market of the Data Center Boom
The data center boom is creating a new billion-dollar market that has received significantly less attention...
Microsoft: Maia 300 Meets the Agent Boom - How the Next Growth Surge Could Emerge
At the end of September, I reported that I had increased my Microsoft position (i). I remain bullish...
Microsoft: 40% More AI Performance per Megawatt - Maia 300 Becomes Azure's Primary Inference System
Microsoft will deploy Maia 300 not just in individual clusters, but at a multi-gigawatt scale starting...
Kratos: Germany could need 500 AI combat jets - creating a 10 billion euro market
Airbus and Kratos have successfully completed the first European test flight of the U740 Valkyrie....
SpaceX: Grok Bot takes off, Flight 15 becomes the catalyst – I am a shareholder
I am a shareholder of SpaceX (i) and formulated my central thesis on the stock here on August 26. Meanwhile,...
Breakout Alert at CEWE: Our New Trending-Value P/S Stock in the Model Portfolio Breaks Out!
With trending-value P/S stocks, we have had very good experiences in our model portfolios. The biggest...
Germany increases Ukraine aid: Model portfolio stocks HENSOLDT and 2G Energy could benefit
Germany significantly increases support for Ukraine once again. Chancellor Friedrich Merz announced during...
After Starship, the factory in space: These three stocks benefit from space manufacturing
Starship could not only enable orbital data centers but also accelerate the industrialization of space....
Tesla: 486,532 Deliveries Significantly Exceed Expectations - The Automotive Business Makes a Comeback
Tesla delivers 486,532 vehicles in Q3, clearly exceeding its own analyst consensus of 461,974. The...
Will 2G Energy achieve 1 billion euros in revenue by 2029?
On Tuesday, 2G Energy (i) reported an order intake of more than 400 million euros in the third quarter....
RTX: 24.4 billion USD contract - Raytheon secures up to 45 billion USD for missiles within days
Raytheon secures an SM-6 contract worth up to 24.4 billion USD – duration of five years plus two...
Amazon: I am a Shareholder - AWS and Robotics Could Drive the Stock Towards 400 USD
I remain bullish on Amazon (i) and continue to be a shareholder. Goldman Sachs reinforces its positive...
SpaceX: 900 USD price target? Why Starship could lead to a 12 trillion USD valuation according to Citi
At SpaceX (i), Citi raised its long-term valuation to a new dimension this week. Analyst John Godyn sees...
GFT and Secunet: Two German IT stocks poised for breakout - Accenture provides the sector trigger
IT stocks receive a new positive boost from the USA today. Accenture exceeded its own revenue forecast...
Amazon: Three New Triggers - AWS Increases AI Prices, Logistics Network Grows to 99.9%, and Goldman Sachs Sets $375 Target
Amazon plans to expand its own delivery network to cover around 95% of all US ZIP codes and meet 99.9%...
Dell: USD 15 Billion AI Project Launched - Japan Plans USD 140 Billion for Data Centers at Power Plants
Dell, JERA, and RHAELM are launching a 400-MW AI project in Chiba with an investment volume of over...
Oracle: Tencent rents 100,000 AI chips for $7 billion - OCI becomes a global AI capacity provider
Tencent is said to pay around $7 billion to access about 100,000 advanced AI chips in Oracle data centers...